Have multiple company addresses from Branding to select from for Quotes

agnsob

hey!

 

We wanted to implement Quotes as part of our sales process.  Overall, the functionality looks great and easy to use, apart from one thing - we can't edit our company address.

Our HQ is in Germany and this address is in HubSpot. But we also have an office in New York and our team out there should also be able to issue a quote as a separate entity.

 

It would be extremely helpful to be able to set up two addresses for issuing company and switch between them. 

 

I am also open to any suggestion and workarounds. I believe there are other users with a similar situation.

HubSpot updates
Status updated to: Being Reviewed
May 18, 2020

Mar 5, 2019

Hey @agnsob! Thanks for submitting this idea! I wanted to point out, because it's not clear if you were aware, but your company address can be changed on an individual quote level during the creation process. When you click on your company in the "Your Information" section, a sidebar will expand where the information can be changed for that quote. I will leave this idea open to track the interest in having multiple entries in Branding settings though!

28 Replies
pmurphy
Member

I will echo what everyone said and say I need this feature as fast as possible. We run our Hubspot instance through our parent company that has 3 distinct divisions with separate names. We want to be able to quote as any of these 3 companies and not necessarily our parent company.

 

I would love to see Hubspot move fast on this.

jpalarcon
Contributor

@dnelson

@hroberts 

 

Hi!

 

Any update on when this can be implemented?

 

Thanks!

 

 

KezzaM
Participant

We are a parent company of 14 smaller life science brands... The inability to rebrand or change addresses for a global business is driving us a bit crazy.   

When working through the three templates I understand having mulitple custom templates is not available right now.  A simple implementation for us with multiple locations/units would be to choose from a drop down list of pre-loaded emails (like if you were checking out anywhere) and better be able to select which image to be shown for the "sending company"
hubspot changes.png

natsumimori
Community Manager

Hi @KezzaM ,

 

Thanks for reaching out to the HubSpot Community.

Am I correct to say that this is a product feedback? If so, I can move this post to the Ideas Forum so that the other Community users can find this post easily and give upvotes. Let me know!

VeroniqueMalan
Contributor

Dear Hubspot Team,

I concur with the previous replies, the drop down functionality with name, address and ideally logo would be a great time saver + quality insurance feature. 

Many thanks in advance

 

adub81
Member

A drop down with multiple company addresses is much needed for absolutely any company with offices in multiple countries.

 

We send out numerous quotes everyday out of each of our locations. Having to retype our address everytime with each quote is frustrating. 

RHarkin
Member

@dnelson or @anyonefromHubSpot is there any feedback on this. 

 

The same issue has been raised many times. It has now been in reveiw for 9 months. Is any direction available?

AnaM
Member

Hi, 

I noticed that this request is still being reviewed since May 2020, so I just wanted to add a new note in 2021 that companies are still looking for this option. 

I know that the company address can be changed manually in the quote, but it does create more work for the sales associate and more importantly, it gives an opportunity for errors to be made when something is in free type rather than a drop down option.

 

Thanks for your consideration!